Regulatory complaints data

At Invesco we strive to provide you with excellent service and we welcome any comments, be they positive or negative, as to how we might improve.

If you have any such comments please call us on +34 91 781 30 20 // 902 510 907 or write to:

Att. Sr. Ricardo Rodríguez-Vita
Head of Client Service Iberia, LatAm, US Offshore & Israel
Calle Goya, 6, 3ª planta.
28001. Madrid, España.

If you choose to make a complaint we will treat it seriously, investigate it thoroughly and commit to treating you fairly and reasonably.

Below is our Complaints Report for the period from 1 January 2021 to 30 June 2021. This data is published in accordance with the Financial Conduct Authority regulations.


Complaints publication report

Firm name: Invesco Fund Managers Limited
Group: Invesco Limited
Period covered: 1 January 2021 to 30 June 2021
Trading name: Invesco

Product grouping Investments
Number of complaints opened per 1000 client accounts 3.58
Number of complaints opened 869
Number of complaints closed 776
Percentage closed within 3 days 15.08%
Percentage closed after 3 days but within 8 weeks 81.06%
Percentage upheld 58.76%
Main cause of complaints opened Other general administration/customer service

In order to add some context to these numbers we provide further data below regarding the size of Invesco Fund Managers Limited’s business.

Assets under management (private clients): 6,32€ bn
Total assets under management: 32.99€ bn
Number of client accounts: 242,700
Number of clients: 227,193

All data sourced from Invesco Fund Managers Limited as at 30 June 2021.

Investment risks

  • For complete information on risks, refer to the legal documents.
    The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • This marketing communication is exclusively for use by professional investors in Portugal. It is not intended for and should not be distributed to the public. Investors should read the legal documents prior to investing.
    Data as at 25 October 2023, unless otherwise stated.
    By accepting this material, you consent to communicate with us in English, unless you inform us otherwise.
    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
    Views and opinions are based on current market conditions and are subject to change.
    Invesco Management S.A., President Building, 37A Avenue JF Kennedy, L-1855 Luxembourg, regulated by the Commission de Surveillance du Secteur Financier, Luxembourg.
    EMEA3191563/2023